Lead Financial Planner / Relationship Manager

Join Four Quadrants Advisory Companies — The Leading Financial Firm Exclusively Serving Dental Practice OwnersFour Quadrants Advisory Companies is the nation’s most comprehensive niche firm focused solely on serving dental practice owners. We provide expert business and personal advisory, investing, and accounting services tailored specifically to this unique market. We are seeking an experienced, full-time, on-site Lead Financial Planner/Advisor to join our innovative team. This is a purely advisory position to service high-income dentists and specialists nationwide and will focus on relationship and strategy with no pressure to sell. The consultative role emphasizes exceptional client service, financial plan review, strategy implementation, and client relationship management—with no sales responsibilities.If you want to strengthen client relationships through a service-focused, consultative approach that maximizes client savings, this is the right opportunity for you. Our firm prides itself on an elite, comprehensive concierge approach to client service. Are you ready to elevate your career?What We Offer:Competitive starting salary with no commissions or sales quotasRelocation assistance availableBonus program401(k) retirement plan with 4% company matchMedical, Dental, Vision, and Disability insuranceGenerous vacation and PTO, plus extra paid time off during holidaysFlexible work hours and minimal travel requirementsTremendous opportunities for career advancementIdeal Candidate Traits:Outstanding client service and relationship-building skillsAbility to explain complex financial concepts simply and clearlyTeam-oriented self-starter who takes initiative and works independentlyHighly organized with keen attention to detail and strong problem-solving skillsEffective prioritization and deadline managementStrong desire to learn and expand knowledge across multiple subjectsSkilled at crafting professional emails and communicationsFamiliarity with financial data interpretation (Profit & Loss statements, Balance Sheets, tax documents) preferredInterest in business advisory servicesProficient in Excel and WordResponsibilities:Provide concierge-level service to maintain and enhance exceptional client retentionLearn the dental industry business model from team members to excel in this roleMeet regularly with clients in-person, by phone, and via email to review financial plans and ongoing projectsBuild and deepen client relationships through consistent communication and supportReview and design tailored financial, business, and investment plans specific to dental professionalsCoordinate with external firms on client behalf to implement financial strategiesRequirements:Minimum 6 years of experience in financial advisory, with at least 4 years managing client meetings and communicationsExperience working with high-net-worth clients preferredCertified Financial Planner (CFP) designation highly preferredUndergraduate degree required, preferably in Finance, Economics, Accounting, or Business; MBA a strong plusSeries 65 or 66 license required or willingness to obtain within first 60 daysProfessional appearance and polished presentation skills essentialExceptional oral and written communication abilitiesStrong time management and multitasking skillsExperience with financial planning software requiredFamiliarity with Mac systems preferredDental industry experience a plusAuthorization to undergo background and credit checksAbout Four Quadrants Advisory Companies:Four Quadrants Advisory Companies operates more like a specialized think tank than a traditional financial firm. We have eliminated the drawbacks of conventional models to focus on practical, effective strategies that make us better planners. Serving dental clients in over 38 states, our elite firm acts as financial planner, external CFO, and accounting partner—helping dentists save money and manage their personal and business finances with guaranteed results. We are committed to excellence and are seeking the best professional to join us and drive this legacy forward.